Revisit self-hosted LLM feasibility in approximately one year as model efficiency and hardware costs improve Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Anzor Plaude Meeting ▾ NEST ▾ recPQ5bAu5GsEdS9c https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPQ5bAu5GsEdS9c NEST:Meeting:recPQ5bAu5GsEdS9c:loop2 New ▾ Low ▾ Jun 16, 2026 Jun 16, 2026 Jun 16, 2027 Anzor estimated current hardware cost at $15,000-$20,000 and views the technology as immature; both parties agreed to revisit when models become smaller and more efficient. — · 06-16 Conditional Approval for Self-Hosted N8N with a Limit on Future Technical Autonomy — Crimson IT — — — Tally to obtain the API key from the firm's Clio account Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Tally Plaude Meeting ▾ NEST ▾ recQEKohaC3X6gTzv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQEKohaC3X6gTzv NEST:Meeting:recQEKohaC3X6gTzv:loop10 New ▾ High ▾ Aug 27, 2026 Aug 25, 2026 — Required prerequisite before Christi can build the Clio custom API connector. — · 08-25 AI Tool Training and Configuration for a Law Firm — Crimson IT — — — Staff to audit and migrate any client data stored outside AbilityFirst OneDrive/SharePoint/Teams to compliant locations AbilityFirst ▾ Follow-Up ▾ Open ▾ Counterparty ▾ AbilityFirst Staff Plaude Meeting ▾ NEST ▾ recYrCeTFw9e6NEEy https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recYrCeTFw9e6NEEy NEST:Meeting:recYrCeTFw9e6NEEy:loop3 New ▾ Medium ▾ Jun 5, 2026 May 19, 2026 — HIPAA compliance assignment: remove client-identifying data from Downloads, personal cloud services, and USB drives; verify AutoSave is enabled on all active workbooks. — · 05-19 Training: Microsoft Excel and Microsoft 365 File Management for AbilityFirst Staff (HIPAA-Compliant Collaboration) — Ability First — — — Send password reset policy SOP and instructions to Speaker 2 via Teams Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Olivia Plaude Meeting ▾ NEST ▾ recdwpBHMlZ1GOqxi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdwpBHMlZ1GOqxi NEST:Meeting:recdwpBHMlZ1GOqxi:loop1 New ▾ High ▾ Aug 11, 2026 Aug 6, 2026 Aug 7, 2026 New policy requires MFA confirmation via phone number for US/Canada or six-digit code for international users; applies to Ability First and SCHARP — · 08-06 Weekly Meeting: Onboarding, Project Status, and Policy Updates — Crimson IT — — — Produce 25-user LastPass licensing quote for AbilityFirst AbilityFirst ▾ Commitment ▾ Open ▾ Crimson Team ▾ AbilityFirst ELT Plaude Meeting ▾ NEST ▾ recftHYXSc5MProM7 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recftHYXSc5MProM7 NEST:Meeting:recftHYXSc5MProM7:loop0 New ▾ High ▾ Aug 19, 2026 Aug 18, 2026 Aug 25, 2026 Quote based on $7/user/month; 25 users requested to allow headroom above current ~14 ELT and directors-and-above headcount. Monti delegated to complete while Christi is out. — · 08-18 Meeting: LastPass Organizational Setup, Licensing Quote (25 Users), Budget for Security Keys and Benefits — Ability First — — — Send Josh a screen-recorded walkthrough of key Ada features while Outlook access is pending Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Josh - h5datacenters.com Plaude Meeting ▾ NEST ▾ rec8Mxxdxc5y14y2e https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8Mxxdxc5y14y2e NEST:Meeting:rec8Mxxdxc5y14y2e:loop4 New ▾ Medium ▾ Aug 5, 2026 Aug 5, 2026 Aug 6, 2026 Walkthrough to cover follow-up draft setup and categorization rules using consultant's own working account — · 08-05 Consultation: Josh - AI Email Management Tool Demo — Crimson IT — — — Send Susanna the AF Claude/Anthropic May receipt (rest are Michuan's) AbilityFirst ▾ Commitment ▾ Closed ▾ Christi ▾ Susanna Deng (AF) Email ▾ NEST ▾ — — NEST:OpenLoop:af-susanna-claude-receipt New ▾ High ▾ Jun 5, 2026 Jun 5, 2026 Jun 5, 2026 DONE 2026-06-05 (Christi): Sent to Susanna with the AF Claude/Anthropic receipt(s). Remaining May credit-card receipts are Michuan's to provide. — · — — Ability First — — — Investigate network performance issues at Ability First HQ Fair Oaks including Meraki configuration review Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Ability First Plaude Meeting ▾ NEST ▾ recTW8iL4t7kIdNQN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQN NEST:Meeting:recTW8iL4t7kIdNQN:loop3 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — Christi reported network slowness at Ability First HQ despite a recent bandwidth upgrade; Jason's team assigned to review Meraki config. — · 05-19 Weekly Meeting: Personnel, Project Updates, and Operational Metrics — Crimson IT — — — Establish cadence for manual mailbox syncs to ensure rules are applied consistently Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Westwood Financial Plaude Meeting ▾ NEST ▾ recs0fqc5fvNu38e6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recs0fqc5fvNu38e6 NEST:Meeting:recs0fqc5fvNu38e6:loop7 New ▾ Medium ▾ Aug 13, 2026 Aug 13, 2026 — Microsoft limitation requires manual sync after rule changes; a defined cadence is needed to prevent missed rules. — · 08-13 Meeting: Westwood Financial Mail Intelligence App – Azure Deployment, Ada AI Triage, Security and Beta Resell Plan — Crimson IT — — — Inventory distribution lists, mail routing, archiving requirements, and legal holds SCHARP ▾ Commitment ▾ Open ▾ Crimson Team ▾ SCHARP Plaude Meeting ▾ NEST ▾ recR8RRlrpvAsdnHK https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8RRlrpvAsdnHK NEST:Meeting:recR8RRlrpvAsdnHK:loop1 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Only one distribution list reportedly exists; legal hold and archiving requirements were mentioned but not verified; compliance assessment required prior to cutover. — · 06-16 Weekly Meeting: SCHARP Google-to-Microsoft Migration Scope and Billing — SCHARP — — — Confirm legal and compliance review is completed for litigation hold and employee monitoring activities Crimson ▾ Risk ▾ Open ▾ Counterparty ▾ Belay Plaude Meeting ▾ NEST ▾ recDB005EodTUlojZ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDB005EodTUlojZ NEST:Meeting:recDB005EodTUlojZ:loop6 New ▾ Low ▾ Jul 24, 2026 Jul 24, 2026 Jul 28, 2026 Legal and compliance sign-off on litigation hold and covert employee monitoring was not confirmed in the meeting; this is a risk if not validated before deployment proceeds. — · 07-24 Meeting: Insider Threat Response at Belay — Crimson IT — — — Determine mitigation plan for Wayfinder SharePoint migration given tight end-of-June deadline after client direction change Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Wayfinder Plaude Meeting ▾ NEST ▾ recUd7YgZ6lDahPsc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPsc NEST:Meeting:recUd7YgZ6lDahPsc:loop6 New ▾ Medium ▾ Jun 17, 2026 Jun 17, 2026 Jun 30, 2026 Client changed direction last week; change order in progress; no explicit mitigation strategy discussed in meeting — · 06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI Training — Crimson IT — — — Evaluate whether AI COP sub-session on AI governance should be organized for interested members Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ John Bucol / COP Facilitator Plaude Meeting ▾ NEST ▾ recP7juqqC9GdIAIh https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recP7juqqC9GdIAIh NEST:Meeting:recP7juqqC9GdIAIh:loop2 New ▾ Medium ▾ Jun 5, 2026 May 27, 2026 — Multiple participants including Dan Kaufman, CCL, and Todd Thomasson flagged governance as a shared challenge; a dedicated sub-session was floated. — · 05-27 Weekly Meeting: AI Community of Practice - Wins, Challenges, and Governance — Crimson IT — — — Consider providing OneDrive mobile usage guidance for cross-device access for Wayfinder staff Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Wayfinder Plaude Meeting ▾ NEST ▾ recL8V1UvQZ8qjWCz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recL8V1UvQZ8qjWCz NEST:Meeting:recL8V1UvQZ8qjWCz:loop5 New ▾ Low ▾ Jun 15, 2026 Jun 15, 2026 — Mobile OneDrive adoption varies; leadership may use it but staff training is limited; shortcuts support multi-device access — · 06-15 Training: Microsoft Teams/SharePoint Migration and File Management — Wayfinder — — — Anzor to build email alert system that triggers when a new ticket contains the word 'urgent', sending to a distribution group with subject 'Urgent Ticket Request' and body including ticket number, summary, company, and contact info Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Anzor Plaude Meeting ▾ NEST ▾ recvwujaC4Ay1Ga5r https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvwujaC4Ay1Ga5r NEST:Meeting:recvwujaC4Ay1Ga5r:loop0 New ▾ High ▾ Jun 18, 2026 Jun 17, 2026 Jun 22, 2026 System should fire on new ticket creation when 'urgent' is detected; alerts route to a distribution group for easy recipient management — · 06-17 Meeting: Urgent Ticket Alerts – Notification System and P1 Noise Mitigation — Crimson IT — — — Impress Maverick and Foothill Family as potential large new clients during ongoing business development efforts Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Anzor Plaude Meeting ▾ NEST ▾ rec4qP29FKQRaL27L https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec4qP29FKQRaL27L NEST:Meeting:rec4qP29FKQRaL27L:loop5 New ▾ Medium ▾ Jun 5, 2026 May 20, 2026 — Anzor's new role focuses on new business development; Maverick and Foothill Family were called out as high-priority prospects. — · 05-20 Meeting: Leadership Change, IT Migration, and AI Initiative — Crimson IT — — — Schedule AI training for new team members Paula and Mary Carr and define their onboarding plan Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recloi2BmwRQlO0Wi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recloi2BmwRQlO0Wi NEST:Meeting:recloi2BmwRQlO0Wi:loop3 New ▾ Medium ▾ Jun 6, 2026 May 18, 2026 — Paula and Mary Carr are new; no specific training actions or timeline were assigned during the meeting. — · 05-18 Weekly Meeting: AI Training and Client Report Generation — Crimson IT — — — Monitor Microsoft roadmap for Teams setting to force Copilot responses to open in web, desktop, or in-Teams view Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Microsoft Plaude Meeting ▾ NEST ▾ recixBXe3jflZY0Yu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recixBXe3jflZY0Yu NEST:Meeting:recixBXe3jflZY0Yu:loop5 New ▾ Medium ▾ Jul 22, 2026 Jul 22, 2026 — Feature is on Microsoft roadmap but not yet available; currently users must manually choose Open in Desktop from the browser editing menu. — · 07-22 Microsoft Copilot Training and Troubleshooting Session — Crimson IT — — — Remove non-operational content from the shared planning artifact to maintain signal integrity Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Speaker 1 / Planning Lead Plaude Meeting ▾ NEST ▾ reckeKueWACH0akbq https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckeKueWACH0akbq NEST:Meeting:reckeKueWACH0akbq:loop3 New ▾ Low ▾ Jun 6, 2026 May 26, 2026 — Unrelated references such as a city on the Sava river and a 2016 film release date indicate doc misrouting or transcription bleed within the planning thread. — · 05-26 Consolidating a Student Trip Plan: Eliminating Ambiguity and Establishing a Single Source of Truth — Crimson IT — — — Assess existing MCP v1 connector builds against the twelve-month deprecation clock started by MCP v2 ratification Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ rec36nBT02njqj8IG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec36nBT02njqj8IG NEST:Meeting:rec36nBT02njqj8IG:loop0 New ▾ High ▾ Jul 30, 2026 Jul 29, 2026 — MCP v2 was ratified at this session; any connectors built against v1 are now on a twelve-month deprecation timeline, creating a tech-debt risk for existing builds — · 07-29 AI Community of Practice: MCP Standard Update, AI Frameworks, and Industry Trends — Crimson IT — — — Verify Billing board visibility for Jane, Lisa, and Maricar after team lead assignments and restricted board removal Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Olivia Plaude Meeting ▾ NEST ▾ rec9dySlzFSalkMRe https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9dySlzFSalkMRe NEST:Meeting:rec9dySlzFSalkMRe:loop2 New ▾ High ▾ Jun 5, 2026 May 20, 2026 — Christi assigned team leads to Billing and removed restricted boards for testing; full visibility confirmation still pending — · 05-20 Governance and Access Fixes for ConnectWise and Thread: Mentorship, Board Visibility, and Controlled Feature Re-enablement — Crimson IT — — — Clarify review and approval workflow for edited videos and published blogs including approvers and turnaround times Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Speaker 1 Plaude Meeting ▾ NEST ▾ recPo1yFNTGLRukdF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPo1yFNTGLRukdF NEST:Meeting:recPo1yFNTGLRukdF:loop10 New ▾ Medium ▾ Aug 27, 2026 Aug 26, 2026 — No approval process was formalized during the meeting for either the video editing pipeline or blog publication; this gap was flagged as unresolved. — · 08-26 Meeting: Marketing Collateral, Content Strategy, and SEO — Crimson IT — — — Review all Alere project tickets and prepare Thursday update to Alir Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Alir Plaude Meeting ▾ NEST ▾ reco6Jmwh8Gcde8US https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco6Jmwh8Gcde8US NEST:Meeting:reco6Jmwh8Gcde8US:loop0 New ▾ High ▾ Jun 6, 2026 Jun 2, 2026 Jun 5, 2026 Christi to consolidate Gabby's ticket work and hours scoped to build the Thursday client-facing update for the Alere project. — · 06-02 Team Meeting: Gabby and Kevin Assessment, Lear Reporting Ownership, Tabletop Exercise Standardization — Crimson IT — — — ComDirect to validate the AbilityFirst dead-line list before any disconnect order AbilityFirst ▾ Follow-Up ▾ Waiting ▾ Counterparty ▾ Zach, Blake, Greg Peacher (ComDirect) Email ▾ — ▾ — — — — ▾ High ▾ Jul 28, 2026 Jul 28, 2026 — Sent "Possible Dead Lines" to ComDirect 7/28 11:25 AM. Analysis found 288 of 418 billed lines with zero inbound and outbound activity over 6/17-7/16, including six entirely dead consecutive DID blocks totalling 121 lines: (909) 487-7901/7949, (818) 436-5410/5449, (714) 733-7400/7502, (323) 905-1948/1957, (626) 993-3790/3799, (714) 918-4179/4187. Need ComDirect to confirm against their provisioning records which lines are safe to cut. Zero CDR usage does not by itself prove a line is safe to disconnect - fax, alarm/fire, elevator and emergency call-box lines can bill without generating call records. Contiguous dead blocks are low risk; scattered individual zero-usage lines need verification first. Source: CW ticket 962518. · — — Ability First — — — Set recovery plan and timeline for off-track rocks on client onboarding standard network configuration and project estimating process including client list milestone Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Jason Plaude Meeting ▾ NEST ▾ recTW8iL4t7kIdNQN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQN NEST:Meeting:recTW8iL4t7kIdNQN:loop10 New ▾ Medium ▾ Jun 5, 2026 May 19, 2026 — Both Jason rocks are off track: client list for onboarding standard not created, and project estimating process still in draft. Clear recovery steps were not finalized in the meeting. — · 05-19 Weekly Meeting: Personnel, Project Updates, and Operational Metrics — Crimson IT — — — Keelan Clark to follow up with Vince on exploring other OpenText portfolio products once pricing issue is resolved Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Keelan Clark Plaude Meeting ▾ NEST ▾ recXld4wyvZWM89QO https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXld4wyvZWM89QO NEST:Meeting:recXld4wyvZWM89QO:loop2 New ▾ Medium ▾ Aug 28, 2026 Aug 28, 2026 — Vince and April's firm are open to adding OpenText products to their service stack but have explicitly deferred this conversation until the pricing dispute is fully resolved — · 08-28 Consultation: Eldridge Aker Partners Pricing Issue for CloudAlly Box Backup — Crimson IT — — — Evaluate Cloudflare and Railway options for secure tunneling and hosting and establish decision criteria Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Internal / IT Plaude Meeting ▾ NEST ▾ recHGtxxQXiacQcbA https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHGtxxQXiacQcbA NEST:Meeting:recHGtxxQXiacQcbA:loop5 New ▾ Medium ▾ Aug 11, 2026 Aug 5, 2026 — Performance, security, and maintenance trade-offs between Cloudflare tunneling, Railway, and cloud VMs need formal criteria before a hosting decision. — · 08-05 Meeting: AI Industry Developments, Enterprise Strategy, and Adoption — Crimson IT — — — Create shared cross-federation Microsoft Teams channel and chat and add all relevant members Alere ▾ Commitment ▾ Open ▾ Christi ▾ Alere / PEC Team Plaude Meeting ▾ NEST ▾ recUG4tH7Dzlmyel8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUG4tH7Dzlmyel8 NEST:Meeting:recUG4tH7Dzlmyel8:loop1 New ▾ High ▾ Jun 5, 2026 May 21, 2026 May 23, 2026 Channel to be used for routine questions and project artifacts; full user list not yet finalized. — · 05-21 Meeting: Microsoft 365 Copilot Readiness and Deployment — Alere — — — Obtain formal ActiveTrack quote for Workforce Management tier for client review and signature Crimson ▾ Commitment ▾ Open ▾ Christi ▾ ActiveTrack Plaude Meeting ▾ NEST ▾ reckUEA35i9cj6nc2 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckUEA35i9cj6nc2 NEST:Meeting:reckUEA35i9cj6nc2:loop3 New ▾ High ▾ Jul 24, 2026 Jul 24, 2026 Jul 25, 2026 Pricing discussed at approximately $15 per user per month. AI Insights tier not needed. Implementation estimated at one week once contract is executed. Quote has not yet been requested as of meeting date. — · 07-24 Meeting: Eversave Upgrade, Litigation Hold, Insider Threat Monitoring, and ActiveTrack Evaluation — Crimson IT — — — Validate Olivia's own Billing board access and document visibility delta versus Jane and Lisa Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Olivia Plaude Meeting ▾ NEST ▾ rec9dySlzFSalkMRe https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9dySlzFSalkMRe NEST:Meeting:rec9dySlzFSalkMRe:loop4 New ▾ High ▾ Jun 5, 2026 May 20, 2026 — Needed to isolate whether the issue is role ID, department mapping, or board restriction and to confirm Christi's changes took effect — · 05-20 Governance and Access Fixes for ConnectWise and Thread: Mentorship, Board Visibility, and Controlled Feature Re-enablement — Crimson IT — — — Client to provide final 12-seat user list with names, emails, and roles Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Client (Vance and Michael) Plaude Meeting ▾ NEST ▾ rec3cqNF6Lq2sPTCl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3cqNF6Lq2sPTCl NEST:Meeting:rec3cqNF6Lq2sPTCl:loop0 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 Jul 1, 2026 Required input before Cloud Teams kickoff can proceed; admins confirmed as Vance and Michael. — · 06-17 Meeting: Cloud Teams SSO Rollout, Connector Setup, Licensing, and Training — Crimson IT — — — Remove Fortigate environment entirely Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recg2xpfFnMIRmxbG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbG NEST:Meeting:recg2xpfFnMIRmxbG:loop4 New ▾ High ▾ Jun 5, 2026 May 21, 2026 May 30, 2026 Decision made to decommission Fortigate, which will resolve additional findings including 9 and 19. — · 05-21 Weekly Meeting: Security Remediation Plan and Product Decommissioning — Crimson IT — — — Follow-up meeting on August 25, 2026 at 3:30 PM to review pilot setup and security controls Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ rec8nDr78afGqY5F5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8nDr78afGqY5F5 NEST:Meeting:rec8nDr78afGqY5F5:loop6 New ▾ High ▾ Aug 12, 2026 Aug 12, 2026 Aug 25, 2026 Scheduled check-in to assess pilot configuration, confirm security controls are active, and address initial findings. — · 08-12 Consultation: Microsoft Copilot and Claude AI Rollout — Crimson IT — — — Provide security monitoring guidance and previous Scharp transition report to Anton and Vlad for Foothill client takeover on Monday Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Foothill Plaude Meeting ▾ NEST ▾ reccKnldZZWVo9iKQ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccKnldZZWVo9iKQ NEST:Meeting:reccKnldZZWVo9iKQ:loop1 New ▾ High ▾ Aug 11, 2026 Aug 6, 2026 — Foothill transition involves releasing employee Massis and gaining global admin rights Monday; old accounts with unchanged passwords are a concern; Anton already familiar with process from Scharp transition — · 08-06 Code Re-use Approval for Accelerated Client Project — Crimson IT — — — Confirm Yardi API integration costs and availability for Base44 redeployment planning Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Yardi Plaude Meeting ▾ NEST ▾ recCcfh6qzAoSW169 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recCcfh6qzAoSW169 NEST:Meeting:recCcfh6qzAoSW169:loop5 New ▾ Medium ▾ Jun 18, 2026 Jun 17, 2026 — Yardi was identified alongside MRI and Procore as a relevant third-party platform; API cost and availability not yet verified — · 06-17 Base44 Project Review Blocked by Access Control; Focus Shifts to Architecture and Integration Strategy — Crimson IT — — — Vince to complete Smarsh partner program research including local restore and manual export options Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recwHsj2ZspJeHdcR https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwHsj2ZspJeHdcR NEST:Meeting:recwHsj2ZspJeHdcR:loop5 New ▾ Medium ▾ Jun 6, 2026 Jun 2, 2026 — Research is being conducted in the context of Arc Capital but is directly relevant to the current client's Smarsh archival gap. — · 06-02 Meeting: Tabletop Exercise Debrief, Smarsh Archival, Single Point of Failure — Crimson IT — — — Send Plaud NotePin purchase link to Christi via chat Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Speaker 3 Plaude Meeting ▾ NEST ▾ rec9VJ2CyNOISM0kP https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9VJ2CyNOISM0kP NEST:Meeting:rec9VJ2CyNOISM0kP:loop5 New ▾ High ▾ Jul 23, 2026 Jul 23, 2026 — Speaker 3 committed to sharing the NotePin purchase link during or immediately after the session — · 07-23 AI Tools Training: Copilot, Claude, and Plaud — Crimson IT — — — Present completed Casey request work to Casey in approximately two weeks Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Casey at Westwood Plaude Meeting ▾ NEST ▾ recrkTNKFtyvGHBmx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrkTNKFtyvGHBmx NEST:Meeting:recrkTNKFtyvGHBmx:loop3 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 Aug 11, 2026 Casey's request is 70% complete and due in two weeks; Speaker 4 is assigned to deliver. — · 07-28 Weekly Meeting: Project Status Updates and Process Coordination — Crimson IT — — — Move Google Drive marketing assets to Crimson OneDrive and establish shared blog publishing workflow Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Speaker 3 Plaude Meeting ▾ NEST ▾ recPo1yFNTGLRukdF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPo1yFNTGLRukdF NEST:Meeting:recPo1yFNTGLRukdF:loop2 New ▾ High ▾ Aug 27, 2026 Aug 26, 2026 — Speaker 1 dropped booklet, flyers, and photos in Google Drive; Speaker 3 to migrate to OneDrive and coordinate blog handoff process between Speaker 1 and Speaker 3. — · 08-26 Meeting: Marketing Collateral, Content Strategy, and SEO — Crimson IT — — — Send tabletop exercise email to AbilityFirst AbilityFirst ▾ Commitment ▾ Open ▾ Crimson Team ▾ AbilityFirst ELT Plaude Meeting ▾ NEST ▾ recftHYXSc5MProM7 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recftHYXSc5MProM7 NEST:Meeting:recftHYXSc5MProM7:loop2 New ▾ High ▾ Aug 19, 2026 Aug 18, 2026 — Action item captured in meeting; no specific date set. Monti handling during Christi's absence. — · 08-18 Meeting: LastPass Organizational Setup, Licensing Quote (25 Users), Budget for Security Keys and Benefits — Ability First — — — Follow up with Pete and Keith to locate Baby2Baby assessment materials; send to Speaker 1 for templating Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Speaker 3 Plaude Meeting ▾ NEST ▾ recPo1yFNTGLRukdF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPo1yFNTGLRukdF NEST:Meeting:recPo1yFNTGLRukdF:loop3 New ▾ Medium ▾ Aug 27, 2026 Aug 26, 2026 — Speaker 3 asked about a Baby2Baby assessment similar to Foothill; Christi was not involved and identified SCHARP as her last major engagement. Pete or Keith may have the materials. — · 08-26 Meeting: Marketing Collateral, Content Strategy, and SEO — Crimson IT — — — Obtain bandwidth quote from Peerless for at least 5x internet increase Crimson ▾ Follow-Up ▾ Open ▾ External / Waiting ▾ Peerless Plaude Meeting ▾ NEST ▾ reckwl9gCvCI6VCrC https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckwl9gCvCI6VCrC NEST:Meeting:reckwl9gCvCI6VCrC:loop6 New ▾ Medium ▾ Aug 3, 2026 Aug 3, 2026 — Office internet bandwidth upgrade of at least 5x is being scoped; awaiting quote from Peerless. — · 08-03 Weekly Meeting: IT Budget, Security Training, and Service Tickets — Crimson IT — — — Draft and send SOW covering Base44 prototype assessment and Azure rebuild plan Crimson ▾ Commitment ▾ Open ▾ Christi ▾ IT/governance lead and Evan Plaude Meeting ▾ NEST ▾ recLj5aTVrCAnWscz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLj5aTVrCAnWscz NEST:Meeting:recLj5aTVrCAnWscz:loop0 New ▾ High ▾ Jun 5, 2026 Jun 3, 2026 Jun 15, 2026 Christi to deliver SOW after returning from vacation June 14-15; scope includes assessment of Evan's Base44 app and rebuild path using Claude Code and/or Copilot Frontier in Azure — · 06-03 Consultation: Azure-Based Project Management App Migration and AI Governance for Construction — Crimson IT — — — Schedule monthly Thursday meeting series and cancel next week's meeting Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ rec6OeUk3MXxJr27I https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec6OeUk3MXxJr27I NEST:Meeting:rec6OeUk3MXxJr27I:loop4 New ▾ High ▾ Jul 23, 2026 Jul 23, 2026 Jul 24, 2026 Team agreed on a monthly cadence at the current Thursday time slot; next week's meeting to be cancelled. — · 07-23 Meeting: VPN Outage, Training Distribution, Python Enablement, Usage Review, and Monthly Cadence — Crimson IT — — — Enable Q&A and facilitator features for both training meetings Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal Plaude Meeting ▾ NEST ▾ recpLIQUge3kJbjLG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpLIQUge3kJbjLG NEST:Meeting:recpLIQUge3kJbjLG:loop1 New ▾ High ▾ Aug 29, 2026 Aug 28, 2026 Sep 3, 2026 Q&A and facilitator features support question capture and session recaps. — · 08-28 Meeting: Microsoft 365 Copilot Training Schedule and Content — Crimson IT — — — Follow up with Brett (Westwood) regarding training needs Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Brett at Westwood Plaude Meeting ▾ NEST ▾ recrkTNKFtyvGHBmx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrkTNKFtyvGHBmx NEST:Meeting:recrkTNKFtyvGHBmx:loop2 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 Aug 4, 2026 Westwood is fully set up with Claude; training scope depends on Brett's response. — · 07-28 Weekly Meeting: Project Status Updates and Process Coordination — Crimson IT — — — Follow up on advanced Copilot feature that was broken during demonstration and was supposed to have been fixed Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Microsoft Plaude Meeting ▾ NEST ▾ reccYmeDbTx5pyvq3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccYmeDbTx5pyvq3 NEST:Meeting:reccYmeDbTx5pyvq3:loop6 New ▾ Low ▾ Aug 18, 2026 Aug 14, 2026 — Two separate feature issues arose during the session; it is unclear whether the alternative demonstration was sufficient or if a fix and retest are needed. — · 08-14 Meeting: Copilot Training—Roles, KPI and Budget Analysis, Project Tracking, Sales Pipeline, HR, Advanced Agents (CoWork/Researcher/Analyst), Loop Collaboration, Automation — Crimson IT — — — Clarify whether Karney Properties training will proceed in late June and confirm system choice Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Karney Properties Plaude Meeting ▾ NEST ▾ reco1OYEEt2sRYkCc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCc NEST:Meeting:reco1OYEEt2sRYkCc:loop12 New ▾ Medium ▾ Jun 6, 2026 May 19, 2026 Jun 15, 2026 Project is paused until 2026-06-15; training planned for late June but system selection remains undecided — · 05-19 Weekly Meeting: Project Updates and AI Training — Crimson IT — — — Follow up on Health dashboard inaccessibility, potentially with Microsoft support Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Microsoft Plaude Meeting ▾ NEST ▾ rec1IOTC5qHo0zSaH https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1IOTC5qHo0zSaH NEST:Meeting:rec1IOTC5qHo0zSaH:loop6 New ▾ Medium ▾ Aug 13, 2026 Aug 13, 2026 — Health section of the Copilot reporting dashboard was inaccessible during the meeting; root cause unresolved. — · 08-13 Meeting: Copilot Adoption, Co-Work Cost Decision, Security Compliance, Training Schedule, and Technical Issues — Crimson IT — — — Schedule follow-up call with Sherweb to walk through adding roles in a tenant after leadership approval is granted Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Sherweb Plaude Meeting ▾ NEST ▾ recChIr7XnKuJ1Man https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recChIr7XnKuJ1Man NEST:Meeting:recChIr7XnKuJ1Man:loop5 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Sherweb offered to conduct a hands-on session once Crimson has internal approval to proceed. — · 06-16 会议: Azure PEC Access and Roles - Sherweb Collaboration and Conditional Access Strategy — Crimson IT — — — Add Tally to upcoming AI training classes and tips-and-tricks mailing list Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Tally Plaude Meeting ▾ NEST ▾ recQEKohaC3X6gTzv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQEKohaC3X6gTzv NEST:Meeting:recQEKohaC3X6gTzv:loop1 New ▾ High ▾ Aug 27, 2026 Aug 25, 2026 — Christi to enroll Tally in AI training sessions and ongoing tips mailing list; date TBD. — · 08-25 AI Tool Training and Configuration for a Law Firm — Crimson IT — — — Vince to have Kevin or Gabby investigate Wi-Fi connectivity issue at Iron Gate Beach Club today Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Vince / Kevin / Gabby Plaude Meeting ▾ NEST ▾ recLfjjFlVaD0Qjpi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLfjjFlVaD0Qjpi NEST:Meeting:recLfjjFlVaD0Qjpi:loop5 New ▾ High ▾ Jun 5, 2026 Jun 3, 2026 Jun 3, 2026 Wi-Fi connectivity issue at Iron Gate Beach Club flagged; Vince assigned Kevin or Gabby to investigate same day. — · 06-03 Meeting: Crimson IT Vision, AI, and Project Updates — Crimson IT — — — Inform Christi before any new hardware is purchased by the client team Crimson ▾ Info Only ▾ Open ▾ Counterparty ▾ Client - College to Career Program Plaude Meeting ▾ NEST ▾ recWxKB1kJ5e41L28 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWxKB1kJ5e41L28 NEST:Meeting:recWxKB1kJ5e41L28:loop7 New ▾ High ▾ Aug 27, 2026 Aug 27, 2026 — Client team purchases USB-C headphones independently via Amazon with company card but should give IT a heads-up before any other hardware purchases even if within budget — · 08-27 Consultation: IT Needs for College to Career Program — Crimson IT — — — Confirm whether Christi will attend the upcoming conference next month Crimson ▾ Question ▾ Open ▾ Christi ▾ April / Speaker 1 Plaude Meeting ▾ NEST ▾ recHLIfFrzBB6mdnS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnS NEST:Meeting:recHLIfFrzBB6mdnS:loop7 New ▾ Medium ▾ Aug 28, 2026 Aug 28, 2026 — Event has 3 slots; Anzor attending; Mike, Pete, and Vince unavailable; Christi had not yet responded as of the meeting — · 08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng Gastos — Crimson IT — — — Consult Julie before finalizing company-wide AI rollout decision Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Julie Plaude Meeting ▾ NEST ▾ recfGZgEx1qIWf7R3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfGZgEx1qIWf7R3 NEST:Meeting:recfGZgEx1qIWf7R3:loop2 New ▾ High ▾ Aug 12, 2026 Aug 10, 2026 — AI committee is determining the rollout plan for all staff including whether to offer monthly access to everyone; Julie's input is required before a final decision is made. — · 08-10 Meeting: AI Training Sessions, Tool Access, and Rollout Strategy — Crimson IT — — — SCHARP: ADT/Brivo access control quote (Industry Way) still ActionRequired since 4/7 SCHARP ▾ Follow-Up ▾ Closed ▾ External / Waiting ▾ ADT (Greg Hays) / Hi-Tech Resources P1 Intel ▾ SCHARP ▾ — — SCHARP:P1Intel:brivo-adt-industry-way New ▾ Medium ▾ Jun 5, 2026 Jun 5, 2026 Jun 16, 2026 RESOLVED 2026-06-05 (Christi): ADT/Brivo quote approved and the access control has been installed at Industry Way. Closing. [Prior: P1 Intel ActionRequired since 4/7.] — · — — SCHARP — — — Have John configure SSO for the law firm using Microsoft credentials Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Tally Plaude Meeting ▾ NEST ▾ recQEKohaC3X6gTzv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQEKohaC3X6gTzv NEST:Meeting:recQEKohaC3X6gTzv:loop8 New ▾ High ▾ Aug 27, 2026 Aug 25, 2026 — New Crimson staff member John assigned to configure Microsoft-based SSO for the firm's AI tools. — · 08-25 AI Tool Training and Configuration for a Law Firm — Crimson IT — — — Determine specific Adobe document features needed by the two case managers before purchasing Pro licenses Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Client - College to Career Program Plaude Meeting ▾ NEST ▾ recWxKB1kJ5e41L28 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWxKB1kJ5e41L28 NEST:Meeting:recWxKB1kJ5e41L28:loop3 New ▾ Medium ▾ Aug 27, 2026 Aug 27, 2026 Sep 10, 2026 Two case managers handle high document volume and may need Adobe Pro beyond Reader; Adobe Pro pricing noted at $16.99 per license per month; needs-assessment recommended before purchase — · 08-27 Consultation: IT Needs for College to Career Program — Crimson IT — — — Confirm Microsoft Partner Center as the operational source of truth for Azure subscription IDs and standardize the Cumulus lookup process Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Sherweb Plaude Meeting ▾ NEST ▾ recChIr7XnKuJ1Man https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recChIr7XnKuJ1Man NEST:Meeting:recChIr7XnKuJ1Man:loop4 New ▾ Medium ▾ Jun 16, 2026 Jun 16, 2026 — Sherweb clarified Partner Center is authoritative; Cumulus may surface MPN ID but is not the primary reference. Internal process needs to be standardized. — · 06-16 会议: Azure PEC Access and Roles - Sherweb Collaboration and Conditional Access Strategy — Crimson IT — — — Check Planful and obtain screenshots to reconcile budget breakout discrepancies Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Michuan Plaude Meeting ▾ NEST ▾ reco1OYEEt2sRYkCc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCc NEST:Meeting:reco1OYEEt2sRYkCc:loop0 New ▾ High ▾ Jun 6, 2026 May 19, 2026 — Budget shows Milwaukee at 11,000 and fees/hardware at 36,000 which do not match paid invoices; ComDirect items appear missing and an unexplained 27,000 line exists — · 05-19 Weekly Meeting: Project Updates and AI Training — Crimson IT — — — Provide month-end close blackout dates to project team Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 4 Plaude Meeting ▾ NEST ▾ recLYNISvaG7ky8N5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLYNISvaG7ky8N5 NEST:Meeting:recLYNISvaG7ky8N5:loop4 New ▾ Medium ▾ Jun 5, 2026 Jun 4, 2026 — Blackout dates are needed to finalize the project schedule and avoid conflicts during remaining phases. — · 06-04 Weekly Meeting: Copilot Sensitivity Labels, Project Schedule, Pilot Training — Crimson IT — — — Decide whether to implement PIM configuration for PEC team roles Alere ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ PEC Team Plaude Meeting ▾ NEST ▾ recUG4tH7Dzlmyel8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUG4tH7Dzlmyel8 NEST:Meeting:recUG4tH7Dzlmyel8:loop7 New ▾ Medium ▾ Jun 5, 2026 May 21, 2026 Jun 1, 2026 PIM package review is scoped for Phase 1; PEC applicability was raised but not resolved. — · 05-21 Meeting: Microsoft 365 Copilot Readiness and Deployment — Alere — — — Confirm gym visit with Dawn during individual session on Friday August 7 2026 Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Dawn Plaude Meeting ▾ NEST ▾ recQLPh3TVHCJ7yDe https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQLPh3TVHCJ7yDe NEST:Meeting:recQLPh3TVHCJ7yDe:loop2 New ▾ High ▾ Aug 4, 2026 Aug 3, 2026 Aug 7, 2026 Dawn and the consultant planned to go to the gym together during the Friday individual session. — · 08-03 Consultation: Dawn - High School Graduation Planning and Job Updates — Crimson IT — — — Verify whether six media converters can be procured with return or stock option and execute next-day shipping if pulled from inventory Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Angel Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop8 New ▾ Medium ▾ Jun 5, 2026 Jun 1, 2026 Jun 1, 2026 Exact quantity between four and six is unresolved; timing is tight due to Wednesday delivery target. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Review Christi's 54-agent environment against the promoted-product criteria discussed in session Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Internal Plaude Meeting ▾ NEST ▾ rec36nBT02njqj8IG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec36nBT02njqj8IG NEST:Meeting:rec36nBT02njqj8IG:loop1 New ▾ Medium ▾ Jul 30, 2026 Jul 29, 2026 — Session criteria for elevating a personal AI build to a managed product include repeat use, multiple stakeholders, writing into a system of record, and regulated or audit requirements; Christi's 54-agent environment may qualify — · 07-29 AI Community of Practice: MCP Standard Update, AI Frameworks, and Industry Trends — Crimson IT — — — Attend dedicated meeting to review Strategic Goals Roadmap progress Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recqav79q399lX2k6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recqav79q399lX2k6 NEST:Meeting:recqav79q399lX2k6:loop1 New ▾ Medium ▾ Jul 21, 2026 Jul 21, 2026 — A dedicated meeting is scheduled to review roadmap progress; confirmed on track per Sergio — · 07-21 Team Operations Note: Balancing Administrative Debt with Strategic Progress and Personal Milestones — Crimson IT — — — Create procurement mitigation plan addressing Meraki and Dell constraints and evaluate alternate vendors Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recLfjjFlVaD0Qjpi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLfjjFlVaD0Qjpi NEST:Meeting:recLfjjFlVaD0Qjpi:loop9 New ▾ Medium ▾ Jun 5, 2026 Jun 3, 2026 — Mike flagged ongoing procurement challenges with Meraki and Dell and requested early hardware submissions; no alternate vendor strategy was decided. — · 06-03 Meeting: Crimson IT Vision, AI, and Project Updates — Crimson IT — — — Coordinate with Susanna via Teams on 2026-08-12 to complete remaining allocations and review before submission Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Susanna Plaude Meeting ▾ NEST ▾ rec144SefljpgLjzF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzF NEST:Meeting:rec144SefljpgLjzF:loop9 New ▾ High ▾ Aug 12, 2026 Aug 11, 2026 Aug 12, 2026 Susanna offered availability the following morning; Christi aims to submit remaining items beforehand. — · 08-11 Meeting: Concur Expense Report Cleanup, Missing Receipts Access, Amazon/Program Allocations, Department/Class Charging, Itemization Workflow, Concur Billing via Salesforce, Scheduling Support — Crimson IT — — — Schedule and conduct formal project kickoff with client including scope confirmation and timeline agreement Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ recvuehLtUAqIawgo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvuehLtUAqIawgo NEST:Meeting:recvuehLtUAqIawgo:loop0 New ▾ High ▾ Jun 18, 2026 Jun 16, 2026 Jun 17, 2026 Kickoff has not occurred despite multiple emails since May 6; requirements wishlist and tenant survey spreadsheet remain outstanding. — · 06-16 Weekly Meeting: Project Misalignment, Scope Confusion, and Billing Issues — Crimson IT — — — Provide Susanna a brief SSO demonstration when she is available Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Susanna Plaude Meeting ▾ NEST ▾ recVMEoruxlyTSyg4 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recVMEoruxlyTSyg4 NEST:Meeting:recVMEoruxlyTSyg4:loop1 New ▾ Medium ▾ Jun 5, 2026 May 26, 2026 — Susanna may stop by Christi's office between consultant meetings to see examples of SSO on other sites. — · 05-26 Meeting: Optional SSO Implementation for Concur — Crimson IT — — — Evaluate Bonusly recognition tool and decide on adoption and associated costs Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Sergio Plaude Meeting ▾ NEST ▾ recX6S8NmPknD3zh6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX6S8NmPknD3zh6 NEST:Meeting:recX6S8NmPknD3zh6:loop4 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 — Christi proposed Bonusly as a staff recognition tool where employees earn redeemable points. No decision was made. Crimson internally uses a lighter tool called Karma with 12 points per employee per month. — · 07-21 Meeting: LOA Verizon Line Suspension, Cost Reduction, Device Updates, Employee Survey and Recognition Tools — Crimson IT — — — Draft and circulate the GDAP role matrix covering L1 Help Desk, Leads, Security, and PMs with exact permissions per role Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal Team Plaude Meeting ▾ NEST ▾ recmFZ8nXXoHPBIWs https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmFZ8nXXoHPBIWs NEST:Meeting:recmFZ8nXXoHPBIWs:loop0 New ▾ High ▾ Jun 19, 2026 Jun 19, 2026 — Christi owns the role matrix as PM/Operations; matrix will feed the admin team configuration work and the training session. — · 06-19 Reasoning Note: Implementing GDAP and Enforcing Change Management to Address Operational Risks in Microsoft Administration — Crimson IT — — — Document security controls and PII handling for Westwood governance and audit readiness Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Westwood Financial Plaude Meeting ▾ NEST ▾ recs0fqc5fvNu38e6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recs0fqc5fvNu38e6 NEST:Meeting:recs0fqc5fvNu38e6:loop6 New ▾ Medium ▾ Aug 13, 2026 Aug 13, 2026 — 1,000-character read limit and PII skip logic need to be formally documented for audit purposes. — · 08-13 Meeting: Westwood Financial Mail Intelligence App – Azure Deployment, Ada AI Triage, Security and Beta Resell Plan — Crimson IT — — — Check whether Friday August 7 session can shift from 4:30 PM to 3:30 PM and notify Dawn Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Dawn Plaude Meeting ▾ NEST ▾ recQLPh3TVHCJ7yDe https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQLPh3TVHCJ7yDe NEST:Meeting:recQLPh3TVHCJ7yDe:loop1 New ▾ High ▾ Aug 4, 2026 Aug 3, 2026 Aug 4, 2026 Consultant committed to verify schedule availability and inform Dawn of the time change before the Friday session. — · 08-03 Consultation: Dawn - High School Graduation Planning and Job Updates — Crimson IT — — — Schedule and deliver free advanced AI session in approximately two weeks Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Cotsen/Coates Foundation team Plaude Meeting ▾ NEST ▾ recWPxlzpGklX86dV https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWPxlzpGklX86dV NEST:Meeting:recWPxlzpGklX86dV:loop1 New ▾ High ▾ Jun 5, 2026 May 19, 2026 Jun 2, 2026 Christi offered a free advanced follow-up session roughly two weeks after the May 19 training. — · 05-19 Training: Microsoft 365 Copilot, Claude, and CoWork Usage, Policy Guardrails, and Privacy Compliance — Cotsen Foundation — — — Confirm exact Copilot pricing tier and credit requirements for advanced agents; document internally Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ recElhY8BdZAgiTgv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recElhY8BdZAgiTgv NEST:Meeting:recElhY8BdZAgiTgv:loop7 New ▾ Medium ▾ Jun 18, 2026 Jun 18, 2026 — Microsoft pricing recently adjusted; day-to-day use has fewer token concerns but advanced agent development may require credits — · 06-18 Weekly Meeting: Copilot Deployment, Security Setup, and Training Plan — Crimson IT — — — Cancel next scheduled vendor meeting due to Christi's personal scheduling conflict Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Vendor (telephony/circuit provider) Plaude Meeting ▾ NEST ▾ recSCQt4n6V5H5VOG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSCQt4n6V5H5VOG NEST:Meeting:recSCQt4n6V5H5VOG:loop10 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 — Christi is taking her child to college and requested the next meeting be canceled. — · 07-28 Meeting: Telephony Platform Decision, PSTN Strategy, and Camp Connectivity (Starlink, SD‑WAN, Meraki) — Crimson IT — — — Assign a specific person to contact Charl (license vendor) and initiate the E5 upgrade Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recwFJAOuWhEwIFTb https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwFJAOuWhEwIFTb NEST:Meeting:recwFJAOuWhEwIFTb:loop0 New ▾ High ▾ Jul 24, 2026 Jul 24, 2026 Jul 25, 2026 No one was explicitly assigned to contact Charl; this must be resolved before the upgrade can begin. — · 07-24 Meeting: Belay E5 License Upgrade and Insider Threat Security Measures — Crimson IT — — — Christi to close Anderson project and bill final 50% after June 17 deployment is confirmed complete Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Anderson Plaude Meeting ▾ NEST ▾ rec23zda1BuSVmCQx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec23zda1BuSVmCQx NEST:Meeting:rec23zda1BuSVmCQx:loop4 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 Jun 18, 2026 Final billing and project closeout contingent on successful Cloud desktop deployment on the evening of June 17. — · 06-16 Weekly Meeting: Anderson Project Miscommunication & Process Improvement — Crimson IT — — — Attend rescheduled Verizon + AbilityFirst meeting (Tue June 23, 10:30 AM PDT) AbilityFirst ▾ Follow-Up ▾ Waiting ▾ Christi ▾ Gloria Rodriguez (AF) / Verizon Email ▾ NEST ▾ — — NEST:OpenLoop:af-verizon-0623 New ▾ High ▾ Jun 5, 2026 Jun 4, 2026 Jun 23, 2026 Christi asked Gloria to move the Verizon/AF meeting out of vacation week. Gloria set a placeholder for Tue June 23 at 10:30 AM PDT and is confirming attendees. Confirm attendance after vacation. — · — — Ability First — — — Determine current status of the Cogent circuit at 333 S Grand Ave Suite 1500 Crimson ▾ Question ▾ Open ▾ Crimson Team ▾ Onsite Engineer Plaude Meeting ▾ NEST ▾ recyn6T9Ny4bn527c https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recyn6T9Ny4bn527c NEST:Meeting:recyn6T9Ny4bn527c:loop2 New ▾ High ▾ Jun 10, 2026 Jun 10, 2026 Jun 11, 2026 David believes CBRE disconnected the prior Cogent circuit. Need to verify whether it is still active, reactivatable, or fully terminated before Newmark orders a new circuit. — · 76CBC8DDD3E692DAEECF085F75E989FE62D00356-F6F7 — Crimson IT — — — Continue training with operations and admin role modules Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Training attendees Plaude Meeting ▾ NEST ▾ reccYmeDbTx5pyvq3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccYmeDbTx5pyvq3 NEST:Meeting:reccYmeDbTx5pyvq3:loop7 New ▾ High ▾ Aug 18, 2026 Aug 14, 2026 Aug 31, 2026 Operations and admin role modules were listed on the agenda but not covered in this session. — · 08-14 Meeting: Copilot Training—Roles, KPI and Budget Analysis, Project Tracking, Sales Pipeline, HR, Advanced Agents (CoWork/Researcher/Analyst), Loop Collaboration, Automation — Crimson IT — — — Enable same-mask admin access for CIT team to manage AF_Supervisors DL equivalent to CIT admin account permissions Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Charles Plaude Meeting ▾ NEST ▾ recobGqZC0myf317L https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recobGqZC0myf317L NEST:Meeting:recobGqZC0myf317L:loop3 New ▾ Medium ▾ Jun 18, 2026 Jun 18, 2026 — Current workaround is CIT admin login without Senthil Segura; Charles to provide guidance and configure equivalent access once available. — · 06-18 Operational Note: Building and Governing the AF_Supervisors Exchange Distribution List (Microsoft 365 Admin GUI) — Crimson IT — — — Create Hudu documentation to address team training gaps on tickets Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recTW8iL4t7kIdNQN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQN NEST:Meeting:recTW8iL4t7kIdNQN:loop1 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — Christi reported high stress and training gaps; she committed to building Hudu documentation to support the team. — · 05-19 Weekly Meeting: Personnel, Project Updates, and Operational Metrics — Crimson IT — — — Christi to ask Pratt for the specific Power BI license type needed SCHARP ▾ Follow-Up ▾ Open ▾ Christi ▾ Pratt Plaude Meeting ▾ NEST ▾ recojbtlTTnzr8Zvy https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recojbtlTTnzr8Zvy NEST:Meeting:recojbtlTTnzr8Zvy:loop4 New ▾ High ▾ Jun 6, 2026 Jun 1, 2026 Jun 3, 2026 Required to ensure correct license is quoted at non-profit pricing for SCHARP managers and admin staff. — · 06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI Licensing — SCHARP — — — Draft written recap of offered invoice scope with access dependencies AbilityFirst ▾ Commitment ▾ Open ▾ Christi ▾ Charl, Speaker 1 Plaude Meeting ▾ NEST ▾ rec56GA7NyUnrZDv8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec56GA7NyUnrZDv8 NEST:Meeting:2026-06-03-AF:invoice-scope-recap New ▾ High ▾ Jun 5, 2026 Jun 3, 2026 Jun 10, 2026 Recap offered scope: invoice intake, allocation, Concur processing, and proposed automation. Include specific access/training dependencies (bill source locations, permissions). Request explicit approval or denial for each scope item. — · 06-03 Fixing the Governance Gap in Invoice Allocation and Payroll Controls: Clarify Ownership, Access, and RACI to Restore Credibility — Ability First — — — Evaluate Mike request to collect success stories for case studies, blog, and sales materials Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ April Plaude Meeting ▾ NEST ▾ recHLIfFrzBB6mdnS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnS NEST:Meeting:recHLIfFrzBB6mdnS:loop10 New ▾ Medium ▾ Aug 28, 2026 Aug 28, 2026 — Request is paused pending approval flow and marketing inventory review — · 08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng Gastos — Crimson IT — — — Grant access post-seed based on user authorization and confirm users only see relevant channels and shares Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Wayfinder Plaude Meeting ▾ NEST ▾ recL8V1UvQZ8qjWCz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recL8V1UvQZ8qjWCz NEST:Meeting:recL8V1UvQZ8qjWCz:loop3 New ▾ High ▾ Jun 15, 2026 Jun 15, 2026 Jun 30, 2026 After seeding completes, access is provisioned per authorization; root directories remain hidden from end users — · 06-15 Training: Microsoft Teams/SharePoint Migration and File Management — Wayfinder — — — Confirm Adapto Inbox code is free of copyright and formally released for Crimson use before proceeding Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ reccKnldZZWVo9iKQ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccKnldZZWVo9iKQ NEST:Meeting:reccKnldZZWVo9iKQ:loop6 New ▾ High ▾ Aug 11, 2026 Aug 6, 2026 — Pete granted conditional approval; Speaker 2 confirmed code is not copyrighted and willing to release it; formal release for Crimson use should be documented — · 08-06 Code Re-use Approval for Accelerated Client Project — Crimson IT — — — Include Olivia (Service Delivery Manager) in ongoing Avalon help desk cost tracking and confirm all help desk roles and locations are captured in the $28 rate scope Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Olivia Plaude Meeting ▾ NEST ▾ recXrPonImrGBAyLC https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXrPonImrGBAyLC NEST:Meeting:recXrPonImrGBAyLC:loop3 New ▾ High ▾ Jun 18, 2026 Jun 16, 2026 — Pete brought Olivia in to ensure no help desk roles or geographies are missed; scope must be validated to avoid under or overestimation. — · 06-16 Meeting: Avalon Help Desk Cost Estimation - Fully Burdened Hourly Rate and Burden Factor Validation — Avalon — — — Victoria to move scheduled tasks and artifacts to the correct localized Documents folder using Claude Code Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Victoria Plaude Meeting ▾ NEST ▾ recPuMHMaaXcD0ZOU https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPuMHMaaXcD0ZOU NEST:Meeting:recPuMHMaaXcD0ZOU:loop0 New ▾ High ▾ Aug 18, 2026 Aug 14, 2026 — Victoria needs to relocate her scheduled tasks and artifacts into C:\users\[username]\documents to ensure proper syncing via OneDrive or Box. — · 08-14 Technical Training: Claude Data Backup, Multi-Device Sync, and Agent Automation — Crimson IT — — — All team members to review and submit outstanding ConnectWise timesheets Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ All staff Plaude Meeting ▾ NEST ▾ recUd7YgZ6lDahPsc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPsc NEST:Meeting:recUd7YgZ6lDahPsc:loop3 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 — Open or unsubmitted timesheets flagged in ConnectWise; finance requires resolution — · 06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI Training — Crimson IT — — — Deliver remaining two sessions in the three-part training series Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Cotsen/Coates Foundation team Plaude Meeting ▾ NEST ▾ recWPxlzpGklX86dV https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWPxlzpGklX86dV NEST:Meeting:recWPxlzpGklX86dV:loop6 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — Training was described as running three times; May 19 was the first delivery. — · 05-19 Training: Microsoft 365 Copilot, Claude, and CoWork Usage, Policy Guardrails, and Privacy Compliance — Cotsen Foundation — — — Christi to send reminder email to Anderson Real Estate today for wishlist and requirements Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Anderson Real Estate Plaude Meeting ▾ NEST ▾ rec1aLHcveBOe8ReS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReS NEST:Meeting:rec1aLHcveBOe8ReS:loop8 New ▾ High ▾ Jun 5, 2026 May 19, 2026 May 19, 2026 Initial meeting occurred; project is stalled waiting on client inputs — · 05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts — Crimson IT — — — SCHARP SCuBA M365 security baseline remediation - remaining work after ticket 930088 closed SCHARP ▾ Follow-Up ▾ Hold ▾ Christi ▾ — Ticket ▾ — ▾ — — — — ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 — CW ticket 930088 closed 7/28/2026 after 105 days idle with 5.7 hours logged. The baseline review was started but remediation planning never resumed.
Captured here so the review work is not lost. Re-open under a fresh ticket when picked up. Source: closed CW ticket 930088. · — — SCHARP — — — Provide sample AI use policies for client review and customization Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ rec8nDr78afGqY5F5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8nDr78afGqY5F5 NEST:Meeting:rec8nDr78afGqY5F5:loop2 New ▾ High ▾ Aug 12, 2026 Aug 12, 2026 Aug 19, 2026 Sample policies to be shared so client can adapt them before or during the pilot phase. — · 08-12 Consultation: Microsoft Copilot and Claude AI Rollout — Crimson IT — — — Clarify exact scope, format, audience, and deadline for Alere executive-level report Crimson ▾ Question ▾ Open ▾ Christi ▾ Alir Plaude Meeting ▾ NEST ▾ reco6Jmwh8Gcde8US https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco6Jmwh8Gcde8US NEST:Meeting:reco6Jmwh8Gcde8US:loop3 New ▾ Medium ▾ Jun 6, 2026 Jun 2, 2026 — Deliverable details for the executive report are not yet fully defined; needs resolution before handing off to Gabby. — · 06-02 Team Meeting: Gabby and Kevin Assessment, Lear Reporting Ownership, Tabletop Exercise Standardization — Crimson IT — — — Define criteria and timeline for potentially making Concur SSO mandatory Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Susanna Plaude Meeting ▾ NEST ▾ recVMEoruxlyTSyg4 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recVMEoruxlyTSyg4 NEST:Meeting:recVMEoruxlyTSyg4:loop3 New ▾ Low ▾ Jun 5, 2026 May 26, 2026 — Christi noted SSO could become mandatory in the future; criteria and timeline have not yet been established. — · 05-26 Meeting: Optional SSO Implementation for Concur — Crimson IT — — — Send help desk email to add Janet to the same SharePoint document access group as Brandon Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recWxKB1kJ5e41L28 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWxKB1kJ5e41L28 NEST:Meeting:recWxKB1kJ5e41L28:loop2 New ▾ High ▾ Aug 27, 2026 Aug 27, 2026 Aug 28, 2026 Janet requires document access on a need-to-know basis; supervisors Michael and Janelle do not need this access — · 08-27 Consultation: IT Needs for College to Career Program — Crimson IT — — — Share links and invites for Advanced Excel Level 2 and Level 3 sessions Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ recElhY8BdZAgiTgv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recElhY8BdZAgiTgv NEST:Meeting:recElhY8BdZAgiTgv:loop5 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 Jun 19, 2026 Sessions run Tuesday and Thursday at 2 PM and Friday at 10 AM — · 06-18 Weekly Meeting: Copilot Deployment, Security Setup, and Training Plan — Crimson IT — — —